Plan Ledger DOL Form 5500 · updated monthly

America Votes, Inc.401(k)

AMERICA VOTES 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.27%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

America Votes, Inc. reported $20,234 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $4,805 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.33% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in District of Columbia (472nd of 618), and 1,856th of 3,341 in other services. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has grown from 67 to 77 since 2022.

Plan summary
Net assets, end of year$8,100,650
Participants with balances145
Active participants77
Employer contributions$369,966
Employee contributions$583,283
Employer contribution per active participant$4,805
Average account balance$55,867
Benefits paid to participants$539,049
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 145 accts · $370K emplr
2023$6.7M · 150 accts · $319K emplr
2022$5.0M · 138 accts · $218K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,058
Investment management$17,176
Total administrative$20,234
The America Votes, Inc. 401(k) match · 2024
Employer contribution per active participant$4,805
Median for plans this size$1,313
2024$4,805 per active participant
2023$4,910 per active participant
2022$3,251 per active participant

America Votes, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$17,176
CREATIVE RETIREMENT SYSTEMS, INC · Contract administrator$2,110
CAPITAL GROUP RETIREMENT PLAN SERVI$1,098

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$20,234 · 0.27%
2023$14,175 · 0.24%
2022$17,584 · 0.33%
Similar plansOther Services · District of Columbia
Hopewell Fund DC$9.7M · 0.37%
First Book DC$9.1M · 0.44%
Prosperity Now DC$8.0M · 0.65%
Colonial Parking, Inc. DC$7.7M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 264568349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.